Financial Services Representative

3 weeks ago

Verchères, Quebec, Canada Desjardins Full time
Job Title: Agent ou agente, Expérience membre et client

At Desjardins, we're looking for a skilled and dedicated individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in providing exceptional service to our members and clients, ensuring they feel welcome and supported in their financial journey.

Key Responsibilities:
  • Support members and clients by introducing them to existing applications and technological tools that can help them manage their finances and conduct transactions independently.
  • Contribute to business development and maintain business relationships through service delivery and activities.
  • Assist members and clients who have encountered fraud or irregularities, monitoring and processing transactions required to settle their cases.
  • Stay up-to-date on the latest standards, products, and services in your field.
  • Uphold compliance, security, and risk management standards.
What We Offer:
  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
What You Bring to the Table:
  • High school diploma in a related field
  • A minimum of three years of relevant experience
  • Knowledge of French is required
  • Knowledge of all counter and convenience products and services
  • Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels, and competitors
  • Knowledge of integrating data into systems
  • Knowledge of security measures, legal framework, and internal controls
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of operating procedures related to convenience products and services and transactions
  • Knowledge of service standards

Trade Union: CAISSE D'ÉCONOMIE DES TRAVAILLEURS UNIS (T: 92154)

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